Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.92%
3 year
11.31%
5 year
2.04%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
9.17%
Sharpe
1.17
Sortino
2.04
Max drawdown
-28.10%
Best month
8.12%
Worst month
-14.39%
Beta vs VTSAX
0.44
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.